Meet the set targets on liabilities interms of open market acquisition & existing customer conversion
Understand needand acquire customers who meet the criteria for liability products througheither of the below channels:
o Leads generated by branch staffand personal leads
o Referrals generated from existingcustomers
o Alternate channels
Maintainthe database of the prospects, meet select prospects and manage therelationship thereafter
AccompanyCRS-Unsecured loans on the field for actively driving conversion of existingborrowing customers into liabilities customer
Crosssell other secured loan products of Ujjivan and pass quality leads torespective loan officers
Sharecustomer insights/product related feedback with the Sales Manager - Liabilities
Customers
Interactwith customers in a courteous and professional manner; provide prompt, efficient and accurateservices
Reducecustomer dormancy and customer attrition by continuous engagement / interaction
Resolvesthe customer queries on various accounts, FD / RD, remittances & thirdparty product
Internal Processes
Guidethe customer to fill the Account Opening Form; ensure receipt andverification of KYC documents; obtain customer signatures on all mandatorydocuments
Strictlyadhere & maintain compliance to KYC norms
Drivethe usage of alternate channels such as ATMs, BCs and assist customers to useATMs for dispensing cash
Learning & Performance
Maintainup to date knowledge of the liabilities products and services as well as aworking knowledge of other products offered in the branch
Resolve queries raised by CRS-unsecuredloans w.r.t liability products and support them in selling liabilities
Ensureadherence to training man-days/ mandatory training programs for self Ensure goal setting, mid-year review andperformance appraisal processes are completed within specified timelines
